Rise Advisors’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-97
| Closed | -$2.8K | – | 1547 |
|
|
2025
Q1 | $2.8K | Hold |
97
| – | – | ﹤0.01% | 1168 |
|
|
2024
Q4 | $3.2K | Sell |
97
-114
| -54% | -$3.76K | ﹤0.01% | 1064 |
|
|
2024
Q3 | $7.2K | Sell |
211
-50
| -19% | -$1.71K | ﹤0.01% | 1057 |
|
|
2024
Q2 | $8.05K | Sell |
261
-20
| -7% | -$617 | ﹤0.01% | 1045 |
|
|
2024
Q1 | $11.2K | Sell |
281
-60
| -18% | -$2.4K | 0.01% | 1027 |
|
|
2023
Q4 | $12.8K | Sell |
341
-50
| -13% | -$1.88K | 0.01% | 295 |
|
|
2023
Q3 | $17.8K | Sell |
391
-166
| -30% | -$7.57K | 0.01% | 250 |
|
|
2023
Q2 | $26.5K | Buy |
557
+50
| +10% | +$2.38K | 0.02% | 210 |
|
|
2023
Q1 | $22.5K | Buy |
507
+3
| +0.6% | +$133 | 0.02% | 236 |
|
|
2022
Q4 | $16.5K | Sell |
504
-23
| -4% | -$753 | 0.01% | 270 |
|
|
2022
Q3 | $22K | Hold |
527
| – | – | 0.02% | 228 |
|
|
2022
Q2 | $25K | Sell |
527
-10
| -2% | -$474 | 0.03% | 207 |
|
|
2022
Q1 | $33K | Buy |
537
+115
| +27% | +$7.07K | 0.03% | 192 |
|
|
2021
Q4 | $27.5K | Buy |
+422
| New | +$27.5K | 0.03% | 207 |
|